Recent Articles
Partage de listes et de dossiers
Avantis vous permet de partager facilement des listes avec les membres de votre organisation, soit en les partageant directement, soit en partageant une recherche qui les utilise comme critères, de manière passive. Les administrateurs ont également ...
Creating Issuer Lists
Avantis allows you to create issuer lists that can be used as filters in future searches to limit results to documents filed or published only by the issuers contained in a given list or group of lists. These same lists can also be exported to Excel ...
How to share issuer lists and result folders for Admins
NOTE: Please start by becoming familiar with the information in this article - Sharing Lists and Folders - as all the information contained in it applies to all users, including Admins. In addition to the fact that Admins are automatically assigned ...
How to share issuer lists and result folders
Avantis makes it easy for you to share lists with members from your organization, either based on sharing them directly or else by sharing a search that utilizes them as criteria, passively. There is also an option for admins to create globally ...
Avantis AI Supplementary Terms
Updated at July 12, 2024 These Avantis AI Supplementary Terms (“Avantis AI Terms”) form a part of the Avantis Terms of Use and the Avantis Order Form Agreement, as applicable, between you and Avantis (the “Agreement”). These Avantis AI Terms apply to ...
Popular Articles
Search panel
Video - Running Your First Search Search Panel Here are the features of your search panel. Items 1 , 3, 4, and 7 below are all you need to run your first search! Choose a dataset – contains all the datasets within which you can execute searches Saved ...
Group search results
Avantis allows you to sort, multi-sort, filter, and group your columns. We suggest you pay special attention to this section, Grouping Your Search Results . Below are step by step instructions as well as a video to get you started with Grouping Your ...
Invite and manage members
Avantis makes it easy for admins to invite, edit, or deactivate members on their account using the Members Module. Below is a video as well as step by step instructions. Video: Inviting and Managing Your Members To invite a new member 1. Go to the ...
Quick Start Guide - Your First Search!
Video - Getting Started with Avantis This 7-minute video illustrates the 12 most important steps in searching that are also outlined below in this article: Below are the 12 most important steps, illustrated in the 7-minute video above, to getting ...
TROUBLESHOOTING: Missing Documents In My 1000+ Results
If your search results are missing known documents, it may because you've hit your maximum number of results (results cap) and are not seeing all relevant results for your search. If you've hit your cap, the best practice is to add more stringent ...